White Papers2020-10-30T19:34:10+00:00


LAC: What Comes Next for Thacker Pass?

Formidable Asset Management (“Formidable”) has closely followed Lithium Americas Corp (NYSE: LAC) as part of our research in green energy; click here for our January 2021 piece on the approval of the company’s Thacker Pass project.

August 10th, 2021|

Acacia Research: Undervalued Biotech Tentacles

In this research note, Formidable takes a deep dive into Acacia Research Corporation (NASDAQ: ACTG), which represents an investment opportunity in secondary private equity, as well as patent litigation (its historical bailiwick). See below for the company’s mission statement, pulled from its website.

June 23rd, 2021|

Gamma Squeeze. Who is Next?

Investors are seemingly always hunting for potential opportunities in the short squeeze space. However, what we have seen recently are short squeezes that are biblical in nature.

June 1st, 2021|

Nano One Update: After the Capital Raise…

Nano One recently issued stock at $5.35 Canadian to raise a total of $25M. While we were first concerned about this decision, after speaking to the company, we feel more sanguine about the prospects for this capital. Obviously, dilution is nothing we cheer, especially as shareholders of a company without earnings currently. But the impetus behind it, per our discussion with the company, is that its customer base is demanding larger proof of concept deliverables.

March 26th, 2021|

The Big Short Squeeze: Is the Juice Worth the Squeeze?

One of the books on our recent reading list was a fantastic biography on Winston Churchill. A quote of his we use often is, “You will never reach your destination if you stop and throw stones at every dog that barks.” Recently, dogs, so to speak, have been barking.

January 25th, 2021|

Lithium Americas: After Approval, What’s Next?

In September, 2020, we initially presented our thesis on Lithium Americas (NYSE: LAC), which was on sale thanks to Battery Day. Much has changed with the story, punctuated by the Bureau of Land Management (BLM) approval of LAC’s Thacker Pass project in Nevada

January 18th, 2021|


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